taxes: Home Equity Retirement Planning vs. Qualified plans - 04/09/08 05:11 PM
Preface to the discussion: Most of the financial strategies put forth by the financial institutions are actually designed to give us less control of our own money. Strategies such as "prepaying the mortgage" by acelerating payments or "bi-weekly payments" or "15 year mortgages" are all designed by the financial institutions {repeated as gospel (1 comments)
taxes: Home Equity Retirment Planning 101- Must Read Post! - 02/18/08 04:57 PM
Turn the equity here into Safe, Liquid Cash here! In my practice, mortgage planning is quickly cathching on and clients are beginning to get it. My greatest joy in preparing a comprehensive mortgage plan is when the client truly gets and understands it. Here is an example of a (1 comments)
taxes: Why do we work? - 02/15/08 04:23 PM
My lil' guy was certainly curious about this. Here he is sending out a mortgage update to a few of my clients. So we got to talking and we came up with a few things: First of all my lil' guy was curious as to what money really is and why (3 comments)
Certified Mortgage Planner (CMPS): 14 yrs experience & over $300,000,000 in loan fundings. Committed to providing my commercial & residential clients with real time data on mortgage backed securities & rate locking strategies.